In The Press

 

TechMarketView quotes from the press

TechMarketView's analysts are highly respected as experts in their fields and frequently called upon to share their insight both with our clients and the media. Below is a summary of just some of the articles quoting TechMarketView that have appeared in national newspapers and the IT trade press in recent weeks.

The Financial Times

Sophos investors spooked by slowdown in orders -  8th February
Analyst: Angela Eager
Angela Eager, an analyst from TechMarketView, said that the lower margins reflected the investment in new products to tackle cyber security threats. “With the threat landscape forever expanding and changing, the challenge for security providers is investing enough to counter emerging threats and that is an expensive business. However, investment is worth the impact on short-term profitability and Sophos is continuing to invest and innovate,” she said.

Fidessa accepts Temenos bid as Elliott reveals stake in UK company - 21st February
Analyst: Peter Roe
Mr Darley said that the sale represented a “graceful exit” for a company that had grown from a £46.7m business when it was floated as Royalblue in 1997 to a “£1.4bn behemoth”. Peter Roe, an analyst with TechMarketView, said that the Temenos tie-up would bolster Fidessa's prospects but that the sale represents another blow to the listed UK technology scene. “It looks as if the business will retain significant autonomy and should benefit from the scale, expertise and collective research and development of the Temenos organisation. It is just such a pity that the London markets again lose a tech champion,” he said.

Channelnomics

Citrix says partners delivered on subscription sales after revenues grew in Q1 - 26th April
Analyst:Angela Eager
Citrix has lauded partners for embracing its new subscription models after reporting a revenue jump in Q1. For the three months ending 31 March, Citrix saw its revenue increase five per cent year on year to $697m (€576.8m), while net income more than doubled to $144m.

Oracle: Our database is one tenth the cost of AWS' - 20th March
Analyst: Angela Eager
Angela Eager, research director at TechMarketView, highlighted that Oracle's cloud business is consistently slowing. "When Oracle released Q2 results in December we predicted bumps along its cloud road but for the current fiscal year they are not so much bumps as a continual slide because the rate of cloud growth has decelerated in each quarter," she said.

Is it too late for Oracle to stake a claim in the IaaS market? - 14th February
Analyst: Kate Hanaghan
Speaking to Channelnomics Europe, chief research officer at TechMarketView Kate Hanaghan said that although AWS and Microsoft were faster than others in expanding their datacentre footprints globally, cloud is still in its infancy, and Oracle still has an opportunity to become a major player.

Chanel Pro

Micro Focus suffers shares slump amid revenue fears - 19th March
Analyst: Angela Eager
In a blog post, TechMarketView analyst Angela Eager pointed squarely at the HPE deal as the cause of the problem. "It was always going to be a big meal but Micro Focus is finding it harder to digest HPE Software than expected," Eager said. "There will be a knock-on effect on adjusted EBITDA (earnings before interest, taxes, depreciation and amortisation) margin percentage (which is the KPI Micro Focus rates above revenue), although the company says it will be mitigated by the cost reduction programme which is ahead of schedule. Micro Focus now expects an Adjusted EBITDA margin percentage of approximately 37%, which is way down on the 46.2% of the year ending April 2017 (prior to the HPE Software merger)."

Chanel Web

Four things we learned from AWS' Q4 results - 2nd February
Analyst: Kate Hanaghan, InfrastructureViews 
Kate Hanaghan, chief research officer at TechMarketView said the competition between AWS and rivals Microsoft and Google will become more fierce as Amazon extends into new arenas such as AI and IoT. "The market is of course expanding at very healthy rates, but we also believe Microsoft is clawing back some of the ground it lost to AWS in the early days of public cloud market development," she said. "Furthermore, this is a battle that will only intensify further - and in a way that could take the industry and market into as yet unknown directions. As AWS offerings get deeper into AI, machine learning and IoT, direct competition with Google will become more apparent and end-user organisations will increasingly swap between AWS and Azure as they see fit."

Cloud Tech

Pivotal Software goes for a $100 million IPO - 26th March
Analyst: Dale Peters
The scope of Pivotal’s filing however should not affect any wider speculation on Dell, according to Dale Peters, research director at TechMarketView. “Pivotal may have a big role to play in helping Dell move into the cloud, but this move is unlikely to be the major component of its wider strategic plans,” wrote Peters. “Rumours of a Pivotal IPO have been circulating for far longer than recent discussions concerning Dell’s future options. We will have to wait a little longer to see what its big move is going to be.”

Computer Weekly

AWS vs Microsoft vs Google: Weighing up the financial results of the big cloud three - 27th April
Analyst:Angela Eager
In a note to subscribers, Angela Eager, research director at IT analyst house TechMarketView, said the fact both AWS and Microsoft have reported such favourable quarterly numbers suggests enterprises are open to using services from more than one supplier. “Azure’s rate of growth is marginally down from the previous quarter (98% – and fluctuations should be expected particularly at this level) but significantly exceeds that of Amazon Web Services who delivered a 49% increase,” said Eager.

AWS becomes $20bn company as demand for public cloud continues to soar - 2nd February
Analyst: Kate Hanaghan
Kate Hanaghan, chief research officer at IT analyst house TechMarketView, said comparing the performance of the two suggests Microsoft is regaining some of the ground it previously lost to Amazon in the cloud. “The market is of course expanding at very healthy rates, but we also believe Microsoft is clawing back some of the ground it lost to AWS in the early days of public cloud market development,” she said, in a note to subscribers to TechMarketView’s daily email. “Furthermore, this is a battle that is only going to intensify further – and in a way that could take the industry and market (and the ‘art of the possible’) into as yet unknown directions.”

Uber autonomous vehicle death raises questions for UK law review -  22nd March
Analyst: Georgina O’Toole
The suspension of tests of autonomous vehicles in the US and Canada by minicab operator Uber after one of its cars hit and killed a pedestrian in Tempe, Arizona, has again raised important questions over safety and culpability relating to autonomous vehicles, particularly in the context of an ongoing review of the law in the UK.

CRN

Citrix praises partners’ performance following revenue rise - 26th April
Analyst:Angela Eager
Angela Eager, research director at analyst TechMarketView, praised the impact CEO Henshall has had in pushing customers towards subscription models, but warned that more needs to be done to integrate the wider Citrix portfolio.

Channel fever: Microsoft partners join WANdisco dancefloor - 12th March
Analyst: Angela Eager
Angela Eager, research director at TechMarketView, said following a positive set of financial results last week, the deal with Microsoft was another indication of the turnaround at WANdisco. "The development is notable as another validation of its partner-based go-to-market approach and one that will increase its sales channel because it further opens up the Azure market. "WANdisco has long aimed to establish itself as an accepted part of cloud infrastructure stacks and its partnerships and sales testify to its progress, now its challenge to return to profitable growth," added Eager.

Oracle: Our database is one tenth the cost of AWS' - 20th March
Analyst: Angela Eager
Oracle has swiped at cloud competitor Amazon Web Services (AWS), claiming its new automated database is one tenth of the cost. The dig from co-CEO Mark Hurd came after Oracle released patchy quarterly numbers, with cloud revenue up but new licence and hardware revenue down.

Four things we learned from AWS’ Q4 results - 2nd February
Analyst: Kate Hanaghan
Kate Hanaghan, chief research officer at TechMarketView said the competition between AWS and rivals Microsoft and Google will become more fierce as Amazon extends into new arenas such as AI and IoT. “The market is of course expanding at very healthy rates, but we also believe Microsoft is clawing back some of the ground it lost to AWS in the early days of public cloud market development.”

Sophos shares slide 18 per cent despite ‘strong’ revenue growth - 8th February
Analyst: Angela Eager
TechMarketView research director Angela Eager said Sophos has likely taken a short-term financial hit to continue investing in its technology. Last week Sophos told CRN that it had integrated Invincea - the machine-learning vendor it acquired last year - into its next-gen protection portfolio. Eager said: "With the threat landscape forever expanding and changing, the challenge for security providers is investing enough to counter emerging threats and that is an expensive business. "However, investment is worth the impact on short-term profitability and Sophos is continuing to invest and innovate as demonstrated by developments such as the latest release of Intercept X which incorporates neural network-based deep-learning technology for the first time."

Oracle promises bigger margins as it chases cloud’s big three - 14th February
Analyst: Angela Eager

"You would expect headline-grabbing cloud news at Oracle's own CloudWorld event and that is what it provided but with an intelligent automation theme Oracle added another page to a cloud story that is already packed with infrastructure, platforms, data and applications," said Angela Eager, research director at TechMarketView.

UK disappoints for Sopra Steria in 2017 - 19th February
Analyst: Georgina O'Toole
Commenting on the services firm's plans for the UK, chief analyst Georgina O'Toole at TechMarketView said: "The biggest challenge is going to be cultural - the UK business is learning to operate in a very different way compared with its historic modus operandi, which was aimed at large multi-year outsourcing deals."

Data Centre Review

Microsoft earmarks $5bn for IoT ecosystem - 9th April
Analyst:Martin Courtney
The data generated by billions of IoT devices must be processed somewhere and one tech giant appears to have ambitions for the creation a comprehensive cloud ecosystem to achieve this ambitious goal. Microsoft says it is investing $5bn in the Internet of Things over the next four years to do just that.

Data Economy

Cloud Market Spirals As Big Players Continue Results Weigh In - 27th April
Analyst:Angela Eager
Amazon Web Services delivered a 49% increase in sales to $5.44bn for the first quarter. Angela Eager, an analyst at TechMarketView, said of the two firm’s performance: “The sustained high levels of Azure growth underline the progress it is making, point to a narrowing of the gap to AWS and suggest enterprises want a choice when it comes to cloud providers.”

Cloud And Hybrid IT Top Priorities For IT Professionals Despite The AI Hype - 11th April
Analyst:Angela Eager
At Microsoft, revenue from its Intelligent Cloud division – including Azure – increased 17% to $7.9bn. This performance included a 93% sales increase from Azure, but this was down from the 98% Azure growth seen in the previous quarter. Amazon Web Services delivered a 49% increase in sales to $5.44bn for the first quarter. Angela Eager, an analyst at TechMarketView, said of the two firm’s performance: “The sustained high levels of Azure growth underline the progress it is making, point to a narrowing of the gap to AWS and suggest enterprises want a choice when it comes to cloud providers.”

Facebook under fire over privacy controls after 50m records harvested for US election - 19th March
Analyst: Martin Courtney
The question as to what is legitimate access to personal data by technology companies has been raised by the harvesting of 50m Facebook records by UK data analytics firm Cambridge Analytica. Its data mining was used to help influence the result of the 2016 US election. TechMarketView analyst Martin Courtney said: “The social media giant’s privacy settings have long been disparaged as complex and opaque, but the publicity generated by whistle-blower Christopher Wylie [who previously worked at Cambridge Analytica] could prove the most damaging criticism yet directed at it’s approach to content sharing.”

Cloudian Launches War On Unstructured Data With Infinity Acquisition - 20th March
Analyst: Martin Courtney
TechMarketView analyst Martin Courtney said: “The social media giant’s privacy settings have long been disparaged as complex and opaque, but the publicity generated by whistle-blower Christopher Wylie [who previously worked at Cambridge Analytica] could prove the most damaging criticism yet directed at it’s approach to content sharing.” Courtney said: “Exploiting people’s private information to win votes is a particularly sensitive issue in the US amidst FBI investigations into alleged Russian interference, and Facebook chief executive Mark Zuckerberg is in an uncomfortable position.”

Information Age

Will UK lose global business leader status post-Brexit? - 12th February
Analyst: Georgina O’Toole
Georgina O’Toole from leading UK tech analyst firm, TechMarketView, states, “While the results of the Pivotal survey make for depressing reading, they are in line with our own research among technology suppliers in the UK. Companies fear they will struggle to plug the gaps if they no longer have access to skilled EU workers and there could be barriers when selling into the EU. Investment in software will be crucial to meet the needs of a post-Brexit world – particularly in light of the UK’s Industrial Strategy – and this will certainly create opportunities for technology suppliers, particularly as we move beyond March 2019 and enter a period of increased certainty.”

IoT Now

Microsoft gives a big boost to IoT in utilities - 16th April
Analyst:Martin Courtney
Microsoft is showing a lead with its IoT investment, but others are also making big noises about their commitment to building up the market. Martin Courtney, an analyst at TechMarketView, says: “Microsoft has outlined ‘intelligent edge’ solutions combining device operating systems and cloud services, designed to optimise the collection and analysis of data from IoT devices within several verticals, including manufacturing, utilities, transportation and smart homes.

IT Europa

Softcat sales jump 25% for the first six months - 21st March
Analyst: Martin Courtney
The VAR said customer numbers grew 6%, and that gross profit per customer was up 15%. Martin Courtney, an analyst at TechMarketView, said: “This indicates that Softcat is doing a good job of upselling additional products and services to its existing client base.” The company also remains debt free with a cash balance of £43.3m. “This is impressive considering the opening of a new office on the south coast in October and an expansion of its Manchester premises,” said Courtney

IT Pro

Pivotal believes IPO will net $592 million - 10th April
Analyst:Dale Peters
Dell's Pivotal offshoot has launched its IPO, with an anticipated share value of up to $592 million (£420 million) if its 37 million Class A shares sell for the estimated $14 (£10) to $16 (£11) per share. It will also free up 5.6 million more shares for its underwriters to buy if it takes their fancy.

TSB outage: Now TSB warns of phishing attacks targeting customers - 30th April
Analyst: Peter Roe
Analyst firm TechMarketView's research director, Peter Roe, said today: "The lack of a clear communications strategy only exacerbated the problem. No contact centre or website can cope with the tsunami of queries as account holders rush to ensure that their money is safe or, in many TSB cases, pay their staff or cover urgent bills. The management's slow and stuttering response will have appalled many TSB customers and staff. There is still much to do. For example, the TSB web site at 8.40 this morning still showed a service status update from Saturday lunchtime, an age ago for a worried account holder."

Pivotal files for a $100m IPO, eyeing enterprise cloud opportunity - 26th March
Analyst: Dale Peters
Dell's cloud subsidiary, Pivotal, has filed for an IPO worth $100 million. But Dell Technologies will retain its controlling share through other subsidiaries like VMware, and is set to snap up 351 million Class B shares, which offer ten times as many voting rights as Class A shares do. While Pivotal hasn't revealed how many Class A shares it will float, nor the price per share, that means Dell will remain in control of the company it acquired as part of the EMC family in 2016.

Network Asia

Why Oracle is putting automation at the centre of its cloud strategy - 21st March
Analyst: Angela Eager
As US software giant Oracle looks to keep pace with cloud computing giants Amazon Web Services and old rivals like Microsoft, the company is increasingly leaning on one key differentiator: automation. It began with the launch of a 'self-driving database' at Oracle OpenWorld in 2017, with founder and CTO Larry Ellison touting that it would run automatically without the need of a database administrator, including self-tuning, self-provisioning and self-patching.

The Register

Lloyds Banking Group to splash £3bn on tech - 22nd February
Analyst: Peter Roe
Peter Roe, analyst at TechMarketView, noted that shareholders should demand better disclosure and governance as to how technology is used, and how their money is spent. “We can but hope that the Lloyds Banking Group management will henceforth set new standards, not only in the quality of IT investment decisions they make, but also in how they communicate them to their shareholders.”

UKAuthority

Home Office signs Fujitsu Services for biometrics - 7th March
Analyst: General
IT analyst TechMarketView pointed out that Fujitsu Services has a long running relationship with the Home Office through the Sirius infrastructure services contract, which dates back to 2000, and has been involved in a number of pilot projects using its digital capabilities.